Dark
Light
System
Institutional Investment Manager
ROWLAND CARMICHAEL ADVISORS INC /ADV
ROWLAND CARMICHAEL ADVISORS INC /ADV (CIK: 0000825052). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q4)
Original 13F HR (0001398344-20-002491) filed in 2020.02.10
#
Name
Shares
Value ($)
%
Options
Notes
1 ZIMMER BIOMET HLDGS INC 2,210 228 0.13%
2 XILINX INC 17,713 1,069 0.63%
3 WILLIS TOWERS WATSON PUB LTD 8,106 991 0.58%
4 WHITE MOUNTAINS INSURANCE GRP LTD 431 360 0.21%
5 WESTERN UN CO 12,070 262 0.15%
6 WESTERN ASSET HIGH INCOME OP 94,500 472 0.28%
7 WESTERN ASSET GLOBAL HIGH IN 60,819 598 0.35%
8 WESTERN ALLIANCE BANCORP 8,565 417 0.25%
9 WELLTOWER INC 6,683 447 0.26%
10 WELLS FARGO & CO NEW 110,473 6,088 3.59%
11 WEINGARTEN RLTY INVS 7,000 251 0.15%
12 WAL-MART STORES INC 16,055 1,110 0.65%
13 W P CAREY INC 29,800 1,761 1.04%
14 VORNADO REALTY 3,500 365 0.22%
15 VODAFONE GROUP PLC NEW 27,440 670 0.40%
16 VISTA OUTDOOR INC 7,997 295 0.17%
17 VISA INC 16,041 1,252 0.74%
18 VERIZON COMMUNICATIONS INC 21,122 1,127 0.66%
19 VEREIT 148,526 1,257 0.74%
20 VANGUARD TAX-MANAGED FDS 62,774 2,294 1.35%
21 VANGUARD SPECIALIZED FUNDS 17,268 1,471 0.87%
22 VANGUARD SCOTTSDALE FDS 29,362 2,516 1.48%
23 VANGUARD LONG TERM BOND ETF 41 4 0.00%
24 VANGUARD INTL EQUITY INDEX F 24,036 860 0.51%
25 VANGUARD INTL EQUITY INDEX F 3,532 175 0.10%
26 VANGUARD INTL EQUITY INDEX F 2,750 160 0.09%
27 VANGUARD INTL EQUITY INDEX F 14,803 654 0.39%
28 VANGUARD INTL EQUITY INDEX F 1,890 91 0.05%
29 VANGUARD INTL EQUITY INDEX F 18 2 0.00%
30 VANGUARD INDEX FDS 85,850 9,900 5.84%
31 VANGUARD INDEX FDS 272 25 0.01%
32 VANGUARD INDEX FDS 3,367 407 0.24%
33 VANGUARD INDEX FDS 843 109 0.06%
34 VANGUARD INDEX FDS 462 61 0.04%
35 VANGUARD INDEX FDS 24,257 2,002 1.18%
36 VANGUARD INDEX FDS 966 99 0.06%
37 VANGUARD INDEX FDS 425 47 0.03%
38 VANGUARD INDEX FDS 445 47 0.03%
39 VANGUARD INDEX FDS 84 8 0.00%
40 VANGUARD INDEX FDS 10,719 2,201 1.30%
41 VANGUARD BD INDEX FDS 425 34 0.02%
42 VANGUARD BD INDEX FDS 5,140 415 0.24%
43 VANGUARD BD INDEX FDS 522 43 0.03%
44 V F CORP 12,886 687 0.41%
45 UNITED TECHNOLOGIES CORP 7,919 868 0.51%
46 TOTAL S A 6,075 310 0.18%
47 TEMPUR SEALY INTL INC 8,076 551 0.33%
48 TEMPLETON EMERGING COM 52,500 573 0.34%
49 SYSCO CORP 7,018 389 0.23%
50 SYNCHRONY FINL 7,300 265 0.16%
Page 1 of 7